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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
NYLI MacKay Utah Muni
Price$9.42
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets198.49M
ORTFX vs UTAYX Comparison Chart
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ORTFX vs. UTAYX commentary
May 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ORTFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. UTAYX (198M). UTAYX pays higher dividends than ORTFX: UTAYX (3.47) vs ORTFX (2.92). ORTFX was incepted earlier than UTAYX: ORTFX (39 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than ORTFX (0.71). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). UTAYX has a lower initial minimum investment than ORTFX: UTAYX (0) vs ORTFX (1000). UTAYX annual gain was more profitable for investors over the last year : 1.32 vs. ORTFX (0.29). UTAYX return over 5 years is better than : -0.23 vs. ORTFX (-3.25).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.71 | 0.55 | 129% |
| Annual Report Gross Expense Ratio | 0.71 | 0.75 | 95% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | -1.111 | -0.681 | 163% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 198M | 141% |
| Annual Yield % from dividends | 2.92 | 3.47 | 84% |
| Returns for 1 year | 0.29 | 1.32 | 22% |
| Returns for 3 years | 4.57 | 6.24 | 73% |
| Returns for 5 years | -3.25 | -0.23 | 1,404% |
| Returns for 10 years | 8.73 | 15.24 | 57% |
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